Investment Analyst

Leadingnation; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

The Equity Research Analyst position is part of the regional research team, focusing on coverage for specific sectors or regions and delivering investment recommendations to Portfolio Managers locally and worldwide. Analysts may rotate across sectors/countries every 3-4 years, with flexibility to work from Shanghai or Hong Kong while collaborating with global teams.

Ideal candidates hold an MBA/CFA or equivalent, have at least five years of equities research experience, and show strong financial

Qualifications

• MBA/CFA or relevant degree.
• At least 5 years of relevant equities research experience.
• Excellent financial analytical skills.
• Fluent spoken and written English.

Responsibilities

• Take responsibility for the analysis of a list of stocks allocated by the Director of Research, typically 25–30 names.
• Ramp coverage on those names within 12 months.
• Use all sources to form a view on stocks, including internal and external sources.
• Maintain a current rating on each stock (1=strong buy to 5=strong sell).
• Publish regular reports on assigned stocks and communicate views to PMs.
• Host company meetings for PMs when appropriate.
• Provide an annual industry update on assigned coverage.
• Maintain a notional paper portfolio of covered stocks.

Skills

Financial analysis

Written & verbal communication

Fluent English

Independent work

Team collaboration

Licensing readiness

Travel readiness

Education

MBA/CFA or relevant degree

Job description

• Publish regular reports on assigned stocks
• MBA/CFA or relevant degree
• At least 5 yrs of relevant equities research exp

About your team

The equity investment department has responsibility for all retail and institutional funds managed by FIL. This responsibility includes managing equity portfolios in accordance with the stated investment objectives contained in the fund’s prospectus, trust document or Investment Management Agreement (IMA). The research department – 140 equity analysts and additional specialists provide analysis on companies, stocks and sectors, working closely with fund managers to select stocks for their portfolios.

About your role

Our Equity Research Analyst works as part of our regional research team, assuming analytical responsibility for regional coverage (sector or country) and providing investment recommendations to our Portfolio Managers both locally and worldwide. Analysts may rotate between different sectors and/or countries every 3-4 years. This provides a diversified experience in different markets and allows for a more all rounded investment professional. Although the position will be based in Shanghai or Hong Kong, the role will be required to work closely with analysts/associates in other location.

Key Responsibilities:

• Take responsibility for the analysis of a list of stocks allocated by the Director of Research; typically, such a list will comprise around 25-30 names.
• Ramp coverage on those names within a time period agreed with the Director of Research; typically, within 12 months.
• Use all sources available to formulate a view on the stocks under your assigned coverage. This would include sources within the company as well as other industry sources such as competitors and customers, and external sources such as sell-side brokers and third-party research providers.
• Maintain a current rating on each stock on the assigned coverage list. Ratings go from 1 (strong buy) to 5 (strong sell).
• Publish regular reports on assigned stocks.
• Communicate your views to PMs via written reports, emails, Teams, and face to face meetings.
• Host company meetings on companies on your list for PMs when appropriate.
• Provide an industry update annually on the industries under your assigned coverage.
• Maintain a notional paper portfolio comprised of the stocks on your assigned coverage list.

About you

• MBA/CFA or relevant degree
• At least 5 years of relevant equities research experience
• Excellent financial analytical skills
• Strong written and verbal communication capabilities
• Fluent spoken and written English
• Highly motivated, able to think logically, critically & quickly
• Able to work both independently and as part of a Research/Investment team
• Able to obtain relevant practitioner license
• Avidly interested and have a passion for the stock market and has demonstrated this interest through either previous work or personal investment
• Travel around the region at least 20% of the time